Creating a role based reporting based on owner role
Want to create executive dashboards that would can filter by owner role and/or territory hierarchy.
Do you have examples?
Do you have examples?
Hello Daniel, Can you please elaborate on some points? Specifically:
1. Are you talking about Dashboard global filters or filters in report builder?
2. The schema of the object/data space from which you want to build this report?
Based on that, we can see how we can solve your particular use case.
1. Are you talking about Dashboard global filters or filters in report builder?
2. The schema of the object/data space from which you want to build this report?
Based on that, we can see how we can solve your particular use case.
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